Strategic Niche Target Western state organizations seeking comprehensive pension plan design and administration. Emphasize that O'Connell focuses on clean-slate design, plan optimization, and customization to match company culture and compensation realities.

Boutique Appeal Position as a specialized, client-focused pension consulting firm with a small team that can offer personalized service and rapid responsiveness, appealing to mid-market employers who value tailored solutions over large firm scale.

Full-Spectrum Offerings Leverage capabilities across 401(k), profit sharing, defined benefit, 403(b), and prevailing wage plans to upsell integrated retirement programs, cross-selling to existing clients and expanding into multigap plan designs.

Tech-Enabled Service Highlight use of modern web and collaboration tools (Squarespace, WordPress, Microsoft 365) to streamline communication, plan design workflows, and client portals, enabling scalable service delivery without sacrificing customization.

Growth Potential With revenue in the 10M–25M band and a Northwest footprint, pursue expansion through partner referrals, regional marketing in Oregon and neighboring Western states, and targeting peers-sized firms seeking high-value plan design expertise.